Dec 18 2024 38 mins
What happens if your succession plan falls through? Good succession planning requires more than just identifying someone to take over your practice. It’s about investing in the next generation. Sometimes, they’re your own children. That’s the story of Legacy Financial, an independent firm with Raymond James in Ann Arbor, Michigan. Bruce Dunbar, Mark Dunbar and Caroline Andrews describe how a culture of transparency, openness and willingness to learn (on both sides) has set the firm up for smooth succession. For more, visit PracticeLab.com.